We serve individuals and families throughout the San Diego area and across the country through in-person and virtual meetings.
Could We Be Helpful?
We work with successful individuals and families seeking an ongoing advisory relationship and a trusted partner to help coordinate important financial decisions. Many of our clients are looking for greater clarity, oversight, and professional guidance across investments, retirement planning, income taxes, estate planning, and other aspects of their financial lives.
How We Get Started
Initial Conversation - A complimentary conversation to discuss your goals, concerns, and whether our services may be a good fit.
Exploratory Meeting(s) - One or more meetings designed to better understand your situation, answer questions, and determine the best path forward.
Financial Assessment ($500 Flat Fee) - A structured review of your overall financial situation designed to identify opportunities, potential concerns, and areas where professional guidance may add value. The Financial Assessment helps both you and our firm determine whether a deeper advisory relationship would be beneficial.
Ongoing Advisory Relationship (Optional) - For those who choose to move forward, we offer ongoing financial planning, investment management, and guidance tailored to your needs and goals.
➤ location
Financial Alternatives, Inc.
7825 Fay Ave, Suite 245
La Jolla, CA 92037
☎ Contact
info@financialalternatives.com
phone: (858) 459-8289
fax: (858) 459-8258
Schedule an Appointment
Parking Information
We provide parking validation if you decide to use the garage under the 7825 Fay/Merrill Lynch building. The entrance is on Fay Avenue, across the street from the Inn by the Sea.
You can park in the visitor spaces on the first level or any other unreserved parking space on the remaining two levels. Reserved spaces are identified by a sign hanging above the parking space.
Frequently Asked Questions About Getting Started
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No. We offer a complimentary Initial Conversation focused on understanding your situation, answering questions, and determining whether Financial Alternatives may be a good fit for your needs.
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Most of our clients are successful individuals and families seeking objective, long-term guidance regarding investments, retirement planning, income taxes, estate planning, and broader financial decisions.
Our Initial Conversation, Exploratory Meeting(s), and Financial Assessment are designed to help you evaluate our approach before deciding whether an ongoing advisory relationship makes sense. Because advisory relationships are supported by a team rather than a single individual, prospective clients have an opportunity to become familiar with multiple members of the firm during this process.
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Most prospective clients participate in Exploratory Meeting(s). These meetings help us better understand your goals and circumstances, answer questions, and determine the most appropriate path forward.
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The Financial Assessment is a structured, high-level review of your financial situation conducted for a flat fee of $500. We evaluate key areas such as investments, retirement, income taxes, estate planning, insurance, and other financial considerations to identify opportunities, potential concerns, and areas where professional guidance may add value. The process helps both you and our firm determine whether an ongoing advisory relationship would be beneficial.
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The Financial Assessment is offered for a flat fee of $500.
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Yes. We work with clients both in person and virtually. Many clients choose to meet by video conference or phone call, particularly if they live outside the San Diego area.
Ready to Take the First Step?
Schedule a complimentary Initial Conversation and learn whether Financial Alternatives may be a good fit for your needs.